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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,128 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $25,000 |
PENSION ASSURANCE LLP7 years Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $4,500 |
Service code 99 1108 E 17TH ST · SANTA ANA, CA 92701 | Other Fees | $3,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,248 | $129,227-70.4% | $184,260-79.2% | $77,736-50.8% |
| Participation rate | 98.1% | 87.4%+10.7pp | 86.8%+11.2pp | 70.6%+27.5pp |
| Annual return | 9.21% | 33.24%-24.0pp | 28.84%-19.6pp | 31.26%-22.1pp |
| Employer contribution / active EE | $797 | $4,412-81.9% | $6,427-87.6% | $2,728-70.8% |
| Participant deferral / active EE | $2,705 | $7,307-63.0% | $9,133-70.4% | $4,651-41.8% |
| Admin fee / account holder | $173 | $256-32.5% | $13,898-98.8% | $433-60.2% |